Wheatland Advisors’s Dominion Energy D Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-3,412
| Closed | -$277K | – | 92 |
|
|
2019
Q3 | $277K | Hold |
3,412
| – | – | 0.25% | 86 |
|
|
2019
Q2 | $264K | Hold |
3,412
| – | – | 0.2% | 92 |
|
|
2019
Q1 | $262K | Hold |
3,412
| – | – | 0.2% | 90 |
|
|
2018
Q4 | $244K | Hold |
3,412
| – | – | 0.21% | 85 |
|
|
2018
Q3 | $240K | Hold |
3,412
| – | – | 0.18% | 91 |
|
|
2018
Q2 | $233K | Hold |
3,412
| – | – | 0.19% | 90 |
|
|
2018
Q1 | $230K | Hold |
3,412
| – | – | 0.19% | 92 |
|
|
2017
Q4 | $277K | Hold |
3,412
| – | – | 0.22% | 86 |
|
|
2017
Q3 | $262K | Hold |
3,412
| – | – | 0.22% | 85 |
|
|
2017
Q2 | $261K | Hold |
3,412
| – | – | 0.24% | 85 |
|
|
2017
Q1 | $265K | Hold |
3,412
| – | – | 0.24% | 84 |
|
|
2016
Q4 | $261K | Hold |
3,412
| – | – | 0.23% | 81 |
|
|
2016
Q3 | $253K | Hold |
3,412
| – | – | 0.24% | 80 |
|
|
2016
Q2 | $266K | Hold |
3,412
| – | – | 0.26% | 76 |
|
|
2016
Q1 | $256K | Hold |
3,412
| – | – | 0.26% | 79 |
|
|
2015
Q4 | $231K | Hold |
3,412
| – | – | 0.24% | 80 |
|
|
2015
Q3 | $240K | Hold |
3,412
| – | – | 0.26% | 78 |
|
|
2015
Q2 | $228K | Hold |
3,412
| – | – | 0.22% | 83 |
|
|
2015
Q1 | $242K | Hold |
3,412
| – | – | 0.24% | 77 |
|
|
2014
Q4 | $262K | Hold |
3,412
| – | – | 0.26% | 77 |
|
|
2014
Q3 | $236K | Hold |
3,412
| – | – | 0.24% | 78 |
|
|
2014
Q2 | $2M | Hold |
3,412
| – | – | 1.82% | 22 |
|
|
2014
Q1 | $242K | Hold |
3,412
| – | – | 0.25% | 76 |
|
|
2013
Q4 | $221K | Buy |
+3,412
| New | +$221K | 0.23% | 78 |
|